Institutional Ownership Invesco Exchange Traded Fd Tr (RWJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RWJ). We have compiled data on the 210 institutions that hold shares in the stock, with a total of 23.5 Million shares, which have been reported (via 13F filing form) to have a value of $955 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
19,014
shares
|
$773,679
0.03% of portfolio
|
Q4 2024
Added 9.81%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
18,878
shares
|
$768,145
0.1% of portfolio
|
Q4 2024
Reduced 49.49%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
18,345
shares
|
$746,458
0.01% of portfolio
|
Q4 2024
Added 71.79%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
18,099
shares
|
$736,448
0.0% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
17,769
shares
|
$723,020
0.01% of portfolio
|
Q4 2024
Reduced 14.0%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
17,309
shares
|
$704,303
0.05% of portfolio
|
Q4 2024
Reduced 7.24%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
17,154
shares
|
$697,996
0.04% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
15,926
shares
|
$648,028
0.0% of portfolio
|
Q4 2024
Reduced 82.83%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
15,896
shares
|
$646,808
0.11% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
15,392
shares
|
$626,300
0.34% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
15,133
shares
|
$615,761
0.35% of portfolio
|
Q4 2024
Added 92.24%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
14,765
shares
|
$600,787
0.05% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
14,054
shares
|
$571,857
0.02% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
14,046
shares
|
$571,531
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
13,520
shares
|
$550,128
0.13% of portfolio
|
Q4 2024
Added 97.43%
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
12,956
shares
|
$527,179
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
12,714
shares
|
$517,332
0.07% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
12,524
shares
|
$509,601
0.23% of portfolio
|
Q2 2023
Reduced 18.07%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
12,520
shares
|
$509,438
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
12,276
shares
|
$499,510
0.0% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
12,227
shares
|
$497,516
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
12,141
shares
|
$494,017
0.14% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Jan 16, 2025 Q4 2024 |
12,035
shares
|
$489,704
0.46% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
11,576
shares
|
$471,027
0.11% of portfolio
|
Q4 2024
Added 9.49%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
11,469
shares
|
$466,673
0.19% of portfolio
|
Q4 2024
Added 51.71%
|